Legacy Capital Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,951
| Closed | -$358K | – | 356 |
|
2024
Q4 | $358K | Sell |
4,951
-5,565
| -53% | -$403K | 0.09% | 236 |
|
2024
Q3 | $900K | Buy |
10,516
+5,014
| +91% | +$429K | 0.18% | 112 |
|
2024
Q2 | $433K | Buy |
+5,502
| New | +$433K | 0.11% | 176 |
|
2024
Q1 | – | Sell |
-4,783
| Closed | -$378K | – | 161 |
|
2023
Q4 | $378K | Sell |
4,783
-380
| -7% | -$30K | 0.11% | 185 |
|
2023
Q3 | $384K | Buy |
+5,163
| New | +$384K | 0.11% | 181 |
|